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Sound View Wealth Advisors Group’s Simon Property Group SPG Stock Holding History

Sound View Wealth Advisors Group’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$826K Sell
3,694
-135
-4% -$27.8K 0.05% 221
2026
Q1 		$714K Buy
3,829
+115
+3% +$21.9K 0.05% 232
2025
Q4 		$687K Buy
3,714
+2
+0.1% +$363 0.05% 236
2025
Q3 		$697K Sell
3,712
-20
-0.5% -$3.45K 0.05% 237
2025
Q2 		$600K Buy
3,732
+101
+3% +$16K 0.04% 248
2025
Q1 		$603K Sell
3,631
-1,328
-27% -$232K 0.05% 233
2024
Q4 		$854K Sell
4,959
-51
-1% -$8.95K 0.07% 199
2024
Q3 		$847K Buy
5,010
+132
+3% +$20.9K 0.07% 200
2024
Q2 		$740K Sell
4,878
-49
-1% -$7.22K 0.08% 190
2024
Q1 		$771K Sell
4,927
-636
-11% -$93.3K 0.08% 189
2023
Q4 		$794K Buy
5,563
+83
+2% +$10K 0.09% 188
2023
Q3 		$592K Buy
5,480
+235
+4% +$27.5K 0.07% 200
2023
Q2 		$606K Buy
5,245
+273
+5% +$29.7K 0.08% 196
2023
Q1 		$557K Sell
4,972
-591
-11% -$70.6K 0.08% 204
2022
Q4 		$794K Buy
5,563
+1,457
+35% +$162K 0.09% 188
2022
Q3 		$369K Buy
4,106
+83
+2% +$8.49K 0.08% 190
2022
Q2 		$382K Buy
4,023
+448
+13% +$51.3K 0.08% 190
2022
Q1 		$470K Sell
3,575
-547
-13% -$77.9K 0.09% 182
2021
Q4 		$659K Buy
4,122
+4
+0.1% +$611 0.12% 151
2021
Q3 		$535K Sell
4,118
-31
-0.7% -$4.04K 0.11% 158
2021
Q2 		$541K Sell
4,149
-189
-4% -$23.5K 0.11% 162
2021
Q1 		$494K Buy
4,338
+36
+0.8% +$3.75K 0.12% 161
2020
Q4 		$367K Sell
4,302
-2,393
-36% -$183K 0.09% 178
2020
Q3 		$433K Buy
6,695
+3
+0% +$197 0.11% 158
2020
Q2 		$458K Sell
6,692
-746
-10% -$46.8K 0.13% 140
2020
Q1 		$408K Buy
7,438
+842
+13% +$101K 0.14% 134
2019
Q4 		$983K Buy
6,596
+942
+17% +$141K 0.28% 94
2019
Q3 		$880K Buy
5,654
+2,086
+58% +$324K 0.26% 98
2019
Q2 		$570K Buy
+3,568
New +$615K 0.17% 130

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound View Wealth Advisors Group's SPG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Simon Property Group (SPG) stake by 3.5% in Q2 2026, selling an estimated $27.8K and leaving 3,694 shares worth $826K. The position accounts for 0.05% of the portfolio, ranked #221.

Sound View Wealth Advisors Group first reported a position in SPG in Q2 2019 and has held it in 29 quarters since. The position peaked at $983K in Q4 2019. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,694 shares of Simon Property Group worth $826K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 135 Simon Property Group shares in Q2 2026, an estimated $27.8K.
  • Simon Property Group made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #221 holding.
  • Sound View Wealth Advisors Group first reported a position in Simon Property Group in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Simon Property Group position peaked at $983K in Q4 2019.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.